Himalaya Capital Management (Himalaya Capital) recently added to their stake in HK-listed Postal Savings Bank of China (PSBC). Based on a filing submitted to the Hong Kong Stock Exchange on January 20th, 2021, Himalaya Capital bought 83.544 m shares on the exchange at an average price of HKD 5.3479 per share on January 15th (the […]
Month: January 2021
Reading Links (Jan 2021)
This month’s readings/links include a conversation with David Halpert on the “digital decolonization” theme, Louis Gave on why inflation will come back with a vengeance, a Q&A with Todd Warren (Tribeca Investment Partners), a wide-ranging interview with John Hempton on the lessons he learnt in 2020, and Anna Wiener asks if Substack is the media […]
Kennox In Conversation – Interviews
Two interesting short video interviews conducted by the Kennox team with Russell Napier and Angus Tulloch towards the end of 2020. Some notes below – these are for personal reference only, so any mistakes in the transcription are my own. Russell Napier – the biggest mistake we are making right now is calling something a […]
Mr. Jones: Movie / Panel Discussion
I really enjoyed the movie Mr. Jones, which tells the incredible story of Gareth Jones, a young Welsh journalist who travelled to Stalin’s Soviet Union in 1933 to investigate the famine that Stalin inflicted on the people of Ukraine (which came to be known as the Holodomor). It is, in many ways, a contemporary story […]
Cheah Cheng Hye (PwC AWM 2020)
Cheah Cheng Hye was interviewed at the PwC Asset and Wealth Management Conference 2020. Some notes/highlights below (for personal reference only, any mistakes are my own). On the implications for Covid-19 on markets and the geopolitical sphere: China, Korea etc. have been among the leading countries in managing a V-shaped recovery while much of the […]